LogicGate Case Study: Team Select Home Care

Overview

At most companies, change is constant. The only question is whether it happens slowly, quickly, or all at once.

When evolution happens in an instant, companies must evaluate their current processes and procedures to ensure they have a scalable model in place as growth occurs.

Such was the case when the compliance process evolved at Team Select Home Care, where Susan Valocchi and Amy Hoffmann serve as Director of Compliance and Director of Strategy and Analytics, respectively.

Amy explains: “When Team Select was a smaller company, we relied upon one person’s considerable experience and knowledge to handle risk and compliance issues. All daily compliance management work was funneled through this one individual, and she was immensely successful in building a strong culture of compliance.”

“The challenge was to make that situation scalable and sustainable. We were lacking the ability to track the progress of items, such as contract execution, incident resolution, and referral relationships, on a large-scale basis. We didn’t have a tool to maintain the information in one searchable place.” While Team Select kept the compliance program current with regulatory matters and business initiatives, the details of enforcing the program quickly became overwhelming.

“The challenge was to make that situation scalable...We didn't have a tool to maintain the situation in one searchable place.” — Amy Hoffmann, Director Of Strategy And Analytics

A Wakeup Call

When the potential for new investors became reality in 2017, the due diligence process revealed opportunities that could easily be addressed by a solution like LogicGate. “During due diligence, we had to produce evidence of compliance surrounding HIPAA, referral relationships, payor contracts, and much more,” Susan explains.

Team Select Home Care heeded the call, and Amy and Susan began the search for an affordable and customizable Compliance platform. “During our experience with due diligence, we gained a better idea of what would be needed to organize information and efficiently manage Compliance as we grow,” Susan notes.

The duo wanted a solution that would compile all elements of Team Select’s compliance program into one location. They also wanted it to offer traceability, workflow-driven checks and balances, accountability, and reporting. They looked at several large, mainstream solutions, but came away unimpressed. These options offered little flexibility and long onboarding times, and required significant overhead to install and maintain them.

After starting with the original core process of Payor Contract Management, Team Select has continued to develop LogicGate as an internal tool. Today the company uses LogicGate for a whopping 15 different use cases including traditional compliance program elements such as Internal Auditing and Monitoring and Incident Management.